With tasks in Planning Center, you can manage your tasks in the same place you do your tasks. Now you can jump directly from a task to the item that needs to get done with task relationships!
When a task is created via automation, we'll automatically link it to the relevant resource and person in Planning Center. For example, if someone fills out a form, we'll link the task to their form submission and their profile in People — or if someone accepts a request to serve, we'll include links to the plan and their profile in Services.
We hope task relationships make it easier to follow up on your congregation's activity across Planning Center — and help you clear your to-do list faster!